The H2 recovery in Philippine sales is stagnating, at best
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Blame non-core factors for the February bounce.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Thank the labour market—a lagging indicator—for the six-month high.
Miguel Chanco (Chief EM Asia Economist)Global
Thank the labour market for the six-month high in ASEAN’s PMI
Non-core factors lead a February bounce in Indonesian inflation
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: We repeat; forget the discrepancy-inflated headline, India’s main engine is still stuttering.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Feel free to continue ignoring the rosy headline.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
Don’t worry about the Tet noise, Vietnam's export recovery remains on track
Reported sales growth continues to tell only a small part of the—weak underlying—story
Noticeable seasonal demand for food and adverse base effects push inflation up to 4%
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
Import bounce hits Thailand's Q4 hard, but this is no reflection of healthy domestic demand
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
Still waiting on Indonesian retail sales to show any real signs of life
Singaporean export growth leaps in Janaury, but any celebration would be premature
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Lumpy non-oil imports continue to sag.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: It won’t be long before cuts enter the fray.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: It won’t be long before cuts enter the fray.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: The easing in upstream core deflation has come to a halt.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Still waiting on the onion price correction to show in CPI; the trend in IP growth is clearly one of moderation.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Still waiting on the onion price correction to show in CPI; the trend in IP growth is clearly one of moderation.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Cracks are emerging in the MPC’s unity.
Miguel Chanco (Chief EM Asia Economist)Global
Cracks are emerging in the RBI’s unity
Discretionary spending over the holidays boosts Malaysian sales growth in December
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Holding steady, just to prove a point.
Miguel Chanco (Chief EM Asia Economist)Global
